Deploying Using Standard Credentials
Deployment helps to migrate objects (processes, forms, actions) with their dependencies (e.g., subprocesses, versions) between organizations.
This method of deployment uses standard credentials authentication mechanism. This way require you to store target Salesforce Org credentials in a Salesforce Source Org.
Deployment Procedure:
- Select the process, form, action, action group on the proper page (1) and click "Deploy" button (2):
- Deployment wizard will be opened. At the first step of deployment wizard select environment (3), enter user credentials (4) and click "Next" button (5):
- At the second step in deployment wizard check items to be deployed (6). Select necessary action (7, see below) and click "Deploy" button (8).
- A progress will be indicated:
- After deployment procedure will be finished system will show results:
- Deployment is finished. Target organization should now have all deployed objects as far as their folder structure.
Deployment Actions
If the object (process, process version, form, form version, action, action group) does not exist in target organization, they will have "Create" action available only.
When deploying a Process for the first time user can choose "Process" option only (it is enough for the successful deployment, as process is being deployed along with the process version by default).
After deployment is done, new object is added to the target organization along with versions and other referenced objects.
Process versions are deployed having inactive status. Activate them manually.
If object already exists in the target organization, deployment wizard will allow user to choose between "Create" and "Overwrite" actions (9). Overwrite is suggested by default:
Create Action:
- If user selects "Create" for process, a new process gets deployed to the target organization along with the process version.
- If user selects "Create" for process version, a new process version gets deployed to the target organization as inactive version of existing process.
- If user selects "Create" for form, a new form gets deployed to the target organization along with the form versions.
- If user selects "Create" for an action or action group, a new action/action group gets deployed to the target organization.
Overwrite Action:
- If user selects "Overwrite" for process, an existing process gets overwritten during deployment. If process primary version exists in the target organization, it gets overwritten as well. If process primary version in target organization differs from primary version in source organization overwritten process version becomes primary.
- If user selects "Overwrite" for process version it is being overwritten by the new version; if it was set as primary in target organization it will remain primary, if another version is set as primary then overwritten version remains non-primary.
- If user selects "Overwrite" for a form, it is being overwritten by the new form; form versions will be overwritten too.
- If user selects "Overwrite" for an action or action group, a new action/action group gets will overwrite existing.
Note: for processes Overwrite action is offered only if process has no started instances on target organization.
If process version is active and process instances are started in target organization, deployment wizard will only offer "Create" action for both process and version.
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